See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 16 · EIN 59-2937883 | Consulting | $42,796 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $18,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,344 | $98,727+15.8% | $113,168+1.0% | $85,563+33.6% |
| Participation rate | 47.3% | 80.8%-33.6pp | 76.6%-29.3pp | 66.0%-18.7pp |
| Annual return | 12.69% | 17.43%-4.7pp | 24.27%-11.6pp | 31.51%-18.8pp |
| Employer contribution / active EE | $1,397 | $2,907-51.9% | $2,975-53.0% | $2,654-47.3% |
| Participant deferral / active EE | $2,849 | $5,424-47.5% | $5,107-44.2% | $4,375-34.9% |
| Admin fee / account holder | $447 | $357+25.4% | $12,068-96.3% | $834-46.4% |